| Note: | |
| Signatories to the Impact Principles may complete Section 2.1. by providing a link to their most recent Disclosure Statement. If their Disclosure Statement also addresses the topics in 2.2, they may link it there as well. |
2.1 Process, Standards, and Frameworks
Describe how impact influences decision-making throughout each stage of the investment process (pre-screen through exit), referencing third-party or in-house frameworks, standards, or tools used (e.g., screens, analytical techniques, ratings, scorecards). If the entity is part of a larger organization, describe organization-wide processes, standards, and frameworks pertaining to environmental, social, and governance1 (“ESG”) and/or impact considerations that also apply to the reporting entity. Include how investee impact and investor contribution are incorporated.
2.2 Identification of Stakeholders, Outcomes, and Impacts
Describe how stakeholders, and the outcomes and impacts significant to stakeholders, are identified by the entity and/or by individual investees or assets. Describe the process of stakeholder engagement and assessment of the significance of impacts to stakeholders, including how stakeholder views inform decision-making, and any methodologies used.2 Describe the process by which negative impacts, both expected and unexpected, are identified and managed, including environmental, social, and human rights3
2.3 Usage of Data
Describe how the entity collects, manages, and uses impact data, including how data ownership, privacy issues, and ethical and commercial issues are managed. Explain any predefined processes for sharing data between the entity and its investees, including responsibilities for data collection and how, and to whom, data are reported.